Retirement Plan Basics — Certificate Series

International Foundation of Employee Benefit Plans

How long?

  • 2 days
  • in person

International Foundation of Employee Benefit Plans

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Who should attend

  • New or seasoned benefits professionals
  • Human resource professionals
  • Administrative and customer service staff
  • Representatives of insurance companies and third-party administrators
  • Professionals in all service areas, including consulting, legal and financial services
  • Communication, marketing and sales professionals
  • Benefit plan trustees who need to understand the technical aspects of the plans they serve
  • Corporate and single employer benefit plans
  • Multiemployer benefit plans
  • Public sector/government benefit plans

About the course

Topics

  • Overview of Social Security
  • Retirement plan philosophy
  • Defined contribution plans
  • Defined benefit plans
  • Hybrid plans
  • Legal/regulatory environment
  • Distribution options
  • Benefit design and financing issues
  • Case study

Benefits of Attending

  • Learn from industry experts and your peers.
  • Gain valuable written materials and resources.
  • Discuss the strategies that plans are implementing today and considering for tomorrow.
  • Connect with others who are dealing with similar issues.
  • Demonstrate your knowledge through interactive exercises and case studies.

Experts

Jay Egelberg

Mr. Egelberg is a consulting actuary in the Times Square office of FACT. Prior to joining FACT, he coordinated the development of another major firm’s nationwide actuarial and consulting services to U.S. multiemployer funds. Mr. Egelberg has 35 years of experience with retirement programs, helpin...

Steven Grieb

Mr. Grieb is the director of regulatory services for Empower Retirement. He has practiced in a variety of employee benefits areas, including retirement plans, health plans, cafeteria plans, single and multiemployer plans, and executive compensation. Mr. Grieb received a J.D. degree with highest d...

Bruce Schobel

Bruce Schobel first heard the word actuary at 18, when a stranger delivering the prize money he’d won in a math contest encouraged him to pursue the profession. The encounter stuck with him when he entered MIT to study mathematics, although his advisors discouraged a career in actuarial work, war...

Retirement Plan Basics — Certificate Series at International Foundation of Employee Benefit Plans

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Disclaimer

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Full disclaimer.

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